Applied Digital (APLD) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Applied Digital (APLD) last issued guidance on July 9, 2024 for Q4 2024. The company guided revenue in the range of $41.70M - $43.70M for the period.
Compared to prior guidance, Applied Digital lowered its revenue forecast from a prior range of $385.00M - $405.00M.
Applied Digital has issued 4 guidance updates between June 26, 2023 and July 9, 2024. During this period, the company raised its outlook 1 time and lowered it 1 time, providing investors with insight into management's evolving expectations.
| Metric | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $-0.36 | $-0.17 | $-0.17 | $-0.14 |
| Actual | $0.04 | $0.09 | $0.00 | $-0.03 |
| Surprise | +111.1% | +152.9% | +100.0% | +78.6% |
| Revenue | ||||
| Estimate | $91.9M | $77.1M | $79.7M | $44.5M |
| Actual | $258.7M | $126.6M | $126.6M | $64.2M |
| Surprise | +181.5% | +64.2% | +58.8% | +44.4% |
| Metric | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|
| Earnings Per Share (Non-GAAP) | |||
| Consensus | $-0.20 | $0.19 | $0.19 |
| Revenue | |||
| Consensus | $114.7M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q4 | Jul 27, 2026 | $0.04 | $-0.36 | 111.1 % |
| Q3 | Apr 8, 2026 | $0.09 | $-0.17 | 152.9 % |
| Q2 | Jan 7, 2026 | $0 | $-0.17 | 100.0 % |
| Q1 | Oct 9, 2025 | $-0.03 | $-0.14 | 78.6 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q4 | Jul 27, 2026 | $258.75M | $91.91M | 181.5 % |
| Q3 | Apr 8, 2026 | $126.60M | $77.11M | 64.2 % |
| Q2 | Jan 7, 2026 | $126.59M | $79.71M | 58.8 % |
| Q1 | Oct 9, 2025 | $64.22M | $44.47M | 44.4 % |